Accounts/Companies with Products they make ??
I have Accounts/Companies. I need to add "products" to the account/company who is making/trading products, like Vegetable Company & Co Broadway 100 New York NY 12345 with (sub) form of the products like Tomatoes,Ananas,Apples,etc if possible from the already present Tab/Products Can that be done,how ?, would be great for me and tentousand others !!! William
web-to-lead and special characters
Hi, In my web-to-lead forms, when a user enters text into a text field any special characters such as an apostrophe, the content after that special character is not passed into the Zoho database. Any reason/ solution for this? Thanks, Dustin
When editing a potential's stage, modifications to stages are not reflected. (New Edition)
In the "New Edition" of Zoho CRM. When I go to edit a Potential's stage, I click edit, which reveals the drop-down of stage options. However, there are two problems: 1. Stages I have created beyond the defaults appear in the drop-down as blank. 2. Stages whose names I have modified appear with their default values. (See first screenshot.) Exception: the current stage is reflected correctly. This problem does not appear when editing Potentials in the "Old Version" (See second attached screenshot.)
Sending form data to CRM and email from SUBMIT
When a user clicks submit I would like to use the web-to lead function of Zoho CRM but also have the form info sent to a specified email. How can I tell a form to do both? The reason for this is because the Web-to-Lead form only collects limited information but I need more information from my leads. This way I could have the lead go to my CRM and look in my inbox for the additional info.
zoho form
on form submit how to send data from the website in to zoho application..?? Thanks
Insert into Leads then Send Auto Response ASP.NET
Hi, I am able to insert data into leads from my ASP.NET application http://crm.zoho.com/crm/private/xml/Leads/insertRecords?newFormat=1&ticket=XXX&apikey=XXX&xmldata=XXX As soon as I add a new lead I need to send auto response emails (that were created in Zoho using the Auto Response Rules for Web to Lead ) to both lead owner and lead (customer). I looked around the API but couldn't find anything. Can anyone please let me know if this is possible. I can send emails seperately from my ASP.NET using
Zoho Crm and Zoho & Zoho Creator
I want to build a Commercial Real Estate CRM and can use Zoho CRM but need to add Real Estate Specific Fields Tabs , Forms and Views. Can I do this using Zoho Crm or will I need to use creator to do this?
Grouping Leads in different groups
Can I make different "Groups" for different types of leads?
Leads converting to Potentials, Accounts and Contacts - I only want Potentials
All I want in my Tabs are Leads, Clients (converted leads), Contact (non-client contacts). However, when I convert a Lead, it converts to Accounts, Potentials (my Clients tab), and Contacts. Is there a way to just make it go to Potentials (and maybe Accounts)? Thanks Damien
List Price issue
I really don't like this list price/unit price garbage since they don't reflect what the natural meanings are for US users. List price is the price that a manufacturer suggests people charge as in MSRP. Nobody actually charges this price and fewer then nobody wants to pay it. But I digress. I'm importing products for my 3rd time and there is no place to import a list price in my form. Unit price is there but no list price. I go to create new product and there's no field for list price there
exporting account information associated with CONTACTS
I am trying to export my contacts to a spreadsheet so that I can share it with a third party that provides our company with Net Promoter Scoring for customer service. The export view for contacts doesn't provide company address or any options for custom fields for this report. I remember seeing this posted 4 years ago and can't understand why the contacts address can't be included in an export report. Couldn't find anything in the CRM help center. Ken
Looking for ZOHO developers to work on an integration for outside support application. (JIRA)
If you are interested, please contact me with your experience, rates, etc. Joseph Gresia Sr. VP of Business Development 225 Broadway Suite 1600 New York, NY 1007 (O) 212-766-8047 (M) 917-567-2388 www.FIXflyer.com
Problem with getRecords
Hi, I use the Events table in Zoho CRM, and when I tried to get all the records, the response from zoho is: - <row no="1"> <FL val="ACTIVITYID">413501000000143001</FL> <FL val="SMOWNERID">413501000000045003</FL> - <FL val="Event Owner"> - <![CDATA[ Cytlalli Ibañez ]]> </FL> - <FL val="Subject"> - <![CDATA[ Test daniel ]]> </FL> - <FL val="Start DateTime"> - <![CDATA[ 2011-08-24 14:00:00 ]]> </FL> - <FL val="CONTACTID"> - <![CDATA[ 413501000000087011 ]]> </FL> - <FL val="Contact Name">
How to insert images ?
Hi, I would like to know the best way to insert product image in the Sales Order template. Many thanks, Sil
Event Notification
I apologize if this post has been repeated. I attempted to publish earlier; and I don't believe it worked properly. I was wondering if there is a way to have a recipient of an event notification reply that they will or will not be attending. Thank you in advance for your assistance.
make a change to custom view
I created a custom view, but would like to change it slightly....how can I do that?
Formula field: do we have if...else..
Wondering is that any way to use if...else..., Also: if (a>b and a>c) then... returns a value, say: oldest.
File name is too big (or) may contain special characters
When trying to attach a file from Google docs we get this File name is too big (or) may contain special characters Do you know what's wrong?
Site Crash?
After using the site for about an hour and a half everything crashed. the site will load everything but my information. every time i try to acess my previous activities or open any of my tabs the site gives me the "unable to process your request, click here to go back" message. I have been using the free version of Zoho without any problems so far but obviously this is a pretty big hangup! I have calls to make and have invested quite a bit of information into zoho and now i cannot acess it.
Modifying Fields
I added fields to LEADS, but didnt add them to CONTACTS or ACCOUNTS etc. Now I want to go back and add them? Is it possible to do this? Also, if I want to modify the Date Type of a field, can this be done without deleting all the current information? Thanks Damien
Lead Fields not in Accounts Section. How do I change this?
I created all my Leads fields without adding copies to my Accounts section. I clicked on Edit to change this, but the option is no longer there. Is there a way I can get the Lead fields to go to Accounts without deleted current information? Thanks Damien
Is it possible to change to Activities Bar within the contact details?
Closed Activities Displaying 1 to 5 Subject Activity Type Status Due Date Start DateTime End DateTime Call Start Time Owner Name Modified Time
Custom lookup fields
I am wondering why there is a limit of 5 custom Lookup fields in the paid edition. Is there any way to add more lookup fields?
Mass email from Zoho CRM
I would like to be able to a mass email to the contacts we now have in our Zoho CRM. I have been reading the forums and am now very confused ! Do I need any extra module to be able to do this ? Alternatively, can I just export all the email addresses to my existing email client (Thunderbird). Thank you ! Hugh Scott - Altus Security : Horsham UK
Multiple contacts per company record -- is it possible to link several different contacts to a company?
Can I link more than one contact to a company record? Michael Kokernak
Will ZOHO AOI allow me to integrate with Sales Orders and Purchase Orders in ZOHO CRM?
I am going to build an outside invoicing/ purchase order application that will assign the product #s in a way consistent with my industry. From the ZOHO API can I import the invoices into ZOHO CRM and then export the customer approved Invoice to QuickBooks? In the notes it says there is no integration available with ZOHO CRM Invoices/purchases orders -- is this true? Are there any workarounds that will make this configuration possible? I am about to have our software developers start working
Import of Accounts
We have list of Accounts ( 700 Records), I am trying to import. Its taking too long time even operation was not finished in 12 Hrs ( 7.00 PM to 9.am) , Any suggasation I mapped all field successfully no error was reported.
New in Zoho CRM: Zoho Projects Integration
We are pleased to announce the integration of Zoho CRM with Zoho Projects. The Zoho Projects integration allows Zoho CRM customers to plan, execute and monitor customer projects inside your CRM account. The key features of the integration are as follows: Create or associate a project portal, right from your Zoho CRM account. Create or associate projects from the Accounts, Contacts or Potentials modules Add accounts and related contacts as clients and client users respectively. Allow CRM users to
Email Template
I have created an email template under the "account" module an inserted a number of merge field from the account. Only problem is I can't open and use the template anywhere. I can't send an email from an account and if I go into the contact, the email template doesn't appear. Can you tell me where I can open and use it?
New version?
I like the "new version" template for Zoho CRM but one change I don't like is the fact that the Calander module dissapears from the side bar. I know it has been added as a button on the top menu, but you have to click on it to display it. Can the module be added back to the new version? Also where can I set the paramaters for the time that is displayed? It currently display 24 hours from 12am and I only need form 8,00 am to 8pm. Also can I still set categories for items like in Outlook?
blank columns when exporting a report to excel
I have some standard reports which I run every month and export to Excel. I then have various automated manipulations of the Excel spreadsheet set up to get the report and data structured in the way I need it, for submission to a third party. At some point in the last month or so, the export to excel function appears to have changed in that there are now 2 extra columns generated (columns C and F). These are separate cells for the first 2 lines of the report, but then on the actual report they
Question about Forecasting
I am a new user trying to do a forecast. I opened the form for 2011, Q4. On the quota amount for each month, I entered $960,000.00 (our quota is in annual volume). The error message I got was "Please enter a valid quota". I have tried it with and without dollar sign, comma and decimal point. Nothing works. What does it want me to do?
Product list in quotes
I have categorized all our product into categories to simplify locating specific items. In the quotes form however I don't see where I can add this ability. We have hundreds of products. Memorizing product numbers is inefficient. How can we work withing the forms to drill down?
Button to "Forward" mails from "Email" section of contact/potential...
From Email Section in CRM, we can reply/reply to all. But, there is no button to "forward" the previously sent mail. it's very much intercessory (especially when there is an attachment in the mail) and can save lot of time.
Email problem
Hello, For 10 days I can no longer read my emails or to send via my CRM. In my interface appears the following "Invalid Security Certificate for the Server. Please Change the incoming port to 110 and retry Configuring." how to fix this fault? Thank you beaucouo
Change in Address and copy the same to contacts
In "Copy Address" option for contacts, there should be an option to copy the same from "Accounts". It can be useful in following scenarios. - Address of company (Account) is changed. - Previously address entered was wrong/incomplete and contacts were entered with wrong/incomplete details.
If we select "Account" in Quote, still we need to enter address again?
If we select "Account" in Quote, still we need to enter address again? In fact, once the account is selected in Quote, it should take the available information from account fields only. There should not be any need to enter the same all again... Kindly advise.
Question about tracking response rates for webinar with a partner
I am doing a webinar with a partner. they have the sign in page for registration. how should i track the response rates... create an intermediate landing page and ask them to click to register or just import the reg list later and somehow tag the records in the campaign as reg, attended or no show. any thoughts? i am a new zoho user and this was very easy to do in SFDC at my old job (better have been at the price they charged :-) bruce
Calendar default view
I would like to be able to have my calendar set up such that only my events show as the initial view. Currently, "all" is preselected, so I end up seeing every member's events, rather then just mine. I can't seem to find a setting to default to just my events. Is it possible to do this?
Unable to process your request when opening an email
When clicking on an email subject under a lead, it pops up with an error message I'm unable to close
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